Moodys Corp
MCO- Exchange
- NYSE
- Industry
- Services-Consumer Credit Reporting, Collection Agencies
- SEC CIK
- 0001059556
In the last 90 days, Moodys Corp insiders filed 0 open-market purchases and 3 sales; 1,414 institutions reported holding it in 13F filings for Q2 2026, worth $71.7B in total; 8 superinvestors hold it, including Berkshire Hathaway and TCI Fund Management.
13F holders, Q3 2024
Institutional positions in Moodys Corp as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,208
- +60 vs. Q2 2024
- Shares held
- 164.5M
- +10.9M (+7.1%) vs. Q2 2024
- Total value
- $77.7B
- +$13.1B (+20.3%) vs. Q2 2024
- New holders
- 119
- 462 more added
- Sold out
- 59
- 397 more reduced
13 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MCO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,414 | $71.7B |
| Q1 2026 | 1,386 | $70.1B |
| Q4 2025 | 1,424 | $83.1B |
| Q3 2025 | 1,337 | $77.0B |
| Q2 2025 | 1,346 | $82.9B |
| Q1 2025 | 1,314 | $77.5B |
| Q4 2024 | 1,302 | $78.2B |
| Q3 2024 | 1,208 | $77.7B |
| Q2 2024 | 1,161 | $70.2B |
| Q1 2024 | 1,133 | $65.4B |
| Q4 2023 | 1,104 | $65.9B |
| Q3 2023 | 1,036 | $53.3B |
| Q2 2023 | 1,025 | $58.3B |
| Q1 2023 | 966 | $52.0B |
| Q4 2022 | 966 | $47.4B |
| Q3 2022 | 937 | $40.9B |
| Q2 2022 | 954 | $46.0B |
| Q1 2022 | 1,023 | $57.3B |
| Q4 2021 | 1,059 | $66.2B |
| Q3 2021 | 976 | $60.2B |
| Q2 2021 | 943 | $62.0B |
| Q1 2021 | 923 | $50.8B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Moodys Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kerusso Capital Management LLC | 8,367 | $3.97M | 2.52% | +508+6.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 8,375 | $3.97M | 0.19% | +1,517+22.1% | Added |
| Resources Investment Advisors, LLC. | 8,505 | $4.04M | 0.05% | −246−2.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 8,546 | $4.06M | 0.28% | −64−0.7% | Reduced |
| Allianz SE | 8,590 | $4.08M | 0.11% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 8,714 | $4.14M | 0.12% | −302−3.3% | Reduced |
| Louisiana State Employees Retirement System | 8,800 | $4.18M | 0.08% | −100−1.1% | Reduced |
| Maryland State Retirement & Pension System | 9,024 | $4.28M | 0.09% | −3,328−26.9% | Reduced |
| Intech Investment Management LLC | 9,073 | $4.31M | 0.05% | +1,984+28.0% | Added |
| Ossiam | 9,075 | $4.31M | 0.08% | −5,270−36.7% | Reduced |
| Smith, Salley & Associates | 9,115 | $4.33M | 0.28% | +353+4.0% | Added |
| Keybank National Association | 9,176 | $4.35M | 0.02% | +39+0.4% | Added |
| Transamerica Financial Advisors, Inc. | 9,192 | $4.36M | 0.43% | −240−2.5% | Reduced |
| Glenview Trust Co | 9,226 | $4.38M | 0.08% | −60−0.6% | Reduced |
| Northwest Investment Counselors, LLC | 9,245 | $4.39M | 0.99% | +73+0.8% | Added |
| Patton Fund Management, Inc. | 9,280 | $4.40M | 0.91% | −520−5.3% | Reduced |
| Windmill Hill Asset Management Ltd | 9,372 | $4.45M | 2.38% | 00.0% | Unchanged |
| Ieq Capital, LLC | 9,393 | $4.46M | 0.05% | +432+4.8% | Added |
| Taylor Hoffman Capital Management LLC | 9,886 | $4.49M | 1.72% | +9,886 | New |
| Hartford Investment Management Co | 9,855 | $4.68M | 0.15% | −208−2.1% | Reduced |
| Trium Capital LLP | 9,904 | $4.70M | 2.16% | −3,223−24.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,999 | $4.75M | 0.01% | −72−0.7% | Reduced |
| KP Management LLC | 10,000 | $4.75M | 1.67% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 10,100 | $4.79M | 0.19% | 00.0% | Unchanged |
| Roundview Capital LLC | 10,125 | $4.81M | 0.35% | +179+1.8% | Added |
| Advisor Group Holdings, Inc. | 10,132 | $4.81M | 0.01% | +1,402+16.1% | Added |
| Mizuho Securities USA LLC | 10,155 | $4.82M | 0.10% | −1,952−16.1% | Reduced |
| Insight Wealth Strategies, LLC | 10,167 | $4.83M | 0.64% | +40+0.4% | Added |
| Mercer Global Advisors Inc | 10,256 | $4.84M | 0.01% | +510+5.2% | Added |
| Wealthfront Advisers LLC | 10,576 | $5.02M | 0.02% | +41+0.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,585 | $5.02M | 0.09% | +2,993+39.4% | Added |
| Jane Street Group, LLC | 10,611 | $5.04M | 0.01% | −61,275−85.2% | Reduced |
| Fiduciary Trust Co | 10,624 | $5.04M | 0.07% | +348+3.4% | Added |
| HWG Holdings LP | 10,767 | $5.11M | 1.76% | +10,640+8,378.0% | Added |
| Fogel Capital Management, Inc. | 10,800 | $5.13M | 2.64% | −525−4.6% | Reduced |
| Fiduciary Alliance LLC | 10,806 | $5.13M | 0.68% | +504+4.9% | Added |
| iA Global Asset Management Inc. | 10,839 | $5.14M | 0.09% | +3,283+43.4% | Added |
| Kentucky Retirement Systems | 10,910 | $5.18M | 0.15% | −924−7.8% | Reduced |
| Altrafin AG | 10,952 | $5.20M | 1.87% | +1,576+16.8% | Added |
| Gamco Investors, Inc. Et Al | 11,117 | $5.28M | 0.05% | −265−2.3% | Reduced |
| Rockefeller Capital Management L.P. | 11,486 | $5.44M | 0.01% | −771−6.3% | Reduced |
| Live Oak Private Wealth LLC | 11,488 | $5.45M | 0.88% | +157+1.4% | Added |
| Baird Financial Group, Inc. | 11,636 | $5.52M | 0.01% | −302−2.5% | Reduced |
| Metis Global Partners, LLC | 11,658 | $5.53M | 0.17% | +518+4.6% | Added |
| Teachers Retirement System of the State of Kentucky | 11,779 | $5.59M | 0.05% | −792−6.3% | Reduced |
| SG Americas Securities, LLC | 11,793 | $5.60M | 0.02% | −23,471−66.6% | Reduced |
| BNP Paribas | 11,856 | $5.63M | 0.23% | +682+6.1% | Added |
| Ballentine Partners, LLC | 11,856 | $5.63M | 0.10% | +240+2.1% | Added |
| Prudential PLC | 11,942 | $5.67M | 0.03% | −1,282−9.7% | Reduced |
| Midwest Professional Planners, LTD. | 12,021 | $5.71M | 1.74% | +551+4.8% | Added |
| Cloverfields Capital Group, LP | 12,088 | $5.74M | 1.85% | −1,068−8.1% | Reduced |
| Lincoln Capital LLC | 12,095 | $5.74M | 1.21% | −89−0.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,105 | $5.74M | 0.43% | +12,105 | New |
| Quantinno Capital Management LP | 12,145 | $5.76M | 0.07% | +5,331+78.2% | Added |
| National Philanthropic Trust | 12,430 | $5.90M | 0.11% | −64−0.5% | Reduced |
| Blue Zone Wealth Advisors, LLC | 12,971 | $6.16M | 1.92% | +320+2.5% | Added |
| Point72 Europe (London) LLP | 13,000 | $6.17M | 0.52% | +200+1.6% | Added |
| Gulf International Bank (UK) Ltd | 13,068 | $6.20M | 0.16% | −577−4.2% | Reduced |
| Tredje AP-fonden | 13,200 | $6.26M | 0.06% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 16,110 | $6.30M | 0.04% | +2,626+19.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 13,318 | $6.31M | 0.03% | +1,990+17.6% | Added |
| Oregon Public Employees Retirement Fund | 13,395 | $6.36M | 0.12% | −129−1.0% | Reduced |
| Quantbot Technologies LP | 13,445 | $6.38M | 0.25% | +13,445 | New |
| Raymond James Financial Services Advisors, Inc. | 13,559 | $6.43M | 0.01% | +897+7.1% | Added |
| Alps Advisors Inc | 13,563 | $6.44M | 0.04% | −332−2.4% | Reduced |
| Magnetar Financial LLC | 13,593 | $6.45M | 0.14% | +13,593 | New |
| Penbrook Management LLC | 13,650 | $6.48M | 4.21% | 00.0% | Unchanged |
| Nordea Investment Management AB | 13,709 | $6.51M | 0.01% | +168+1.2% | Added |
| Pacer Advisors, Inc. | 13,968 | $6.63M | 0.01% | +308+2.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 14,115 | $6.70M | 0.07% | +434+3.2% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 14,115 | $6.70M | 0.07% | +14,115 | New |
| Crown Oak Advisors, LLC | 14,125 | $6.70M | 3.72% | −836−5.6% | Reduced |
| Connecticut Wealth Management, LLC | 14,204 | $6.74M | 0.33% | −16,855−54.3% | Reduced |
| Crossmark Global Holdings, Inc. | 14,398 | $6.83M | 0.12% | +2,487+20.9% | Added |
| Schonfeld Strategic Advisors LLC | 14,492 | $6.88M | 0.06% | −32,048−68.9% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 14,865 | $7.05M | 0.48% | −5,044−25.3% | Reduced |
| XXEC, Inc. | 14,888 | $7.07M | 5.34% | 00.0% | Unchanged |
| Impact Asset Management GmbH | 14,960 | $7.10M | 2.73% | +14,960 | New |
| K.J. Harrison & Partners Inc | 14,618 | $7.12M | 1.07% | 00.0% | Unchanged |
| Virtu Financial LLC | 15,612 | $7.41M | 0.41% | +10,582+210.4% | Added |
| Elo Mutual Pension Insurance Co | 15,619 | $7.41M | 0.16% | +494+3.3% | Added |
| Stanley Capital Management, LLC | 15,758 | $7.48M | 1.45% | 00.0% | Unchanged |
| Titan Global Capital Management USA LLC | 15,959 | $7.57M | 1.18% | −1,027−6.0% | Reduced |
| Bluegrass Capital Partners LP | 16,000 | $7.59M | 6.93% | +4,000+33.3% | Added |
| Central Bank & Trust Co | 16,064 | $7.62M | 1.05% | −161−1.0% | Reduced |
| QRG Capital Management, Inc. | 16,107 | $7.64M | 0.08% | +5,349+49.7% | Added |
| AdvisorShares Investments LLC | 16,176 | $7.68M | 1.47% | +1,220+8.2% | Added |
| Glenmede Trust Co NA | 16,243 | $7.71M | 0.04% | −300−1.8% | Reduced |
| East Coast Asset Management, LLC. | 16,274 | $7.72M | 2.56% | −345−2.1% | Reduced |
| Ghe, LLC | 16,331 | $7.78M | 2.91% | −61−0.4% | Reduced |
| Kinneret Advisory, LLC | 16,574 | $7.87M | 0.72% | −217−1.3% | Reduced |
| MML Investors Services, LLC | 17,060 | $8.10M | 0.03% | +1,782+11.7% | Added |
| Illinois Municipal Retirement Fund | 17,136 | $8.13M | 0.12% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 17,195 | $8.16M | 0.16% | −2,220−11.4% | Reduced |
| AQR Capital Management LLC | 17,484 | $8.28M | 0.01% | +7,730+79.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,554 | $8.33M | 0.09% | +698+4.1% | Added |
| Mitchell Sinkler & Starr | 17,698 | $8.40M | 2.11% | −1,480−7.7% | Reduced |
| JustInvest LLC | 17,774 | $8.44M | 0.14% | +2,725+18.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 18,045 | $8.56M | 0.22% | +5,000+38.3% | Added |
| State of Alaska, Department of Revenue | 18,190 | $8.63M | 0.09% | +1,115+6.5% | Added |